Software Update Notes: Version 2.8

Overview

This AXIS™ software update includes a number of great new features, expanded controls, streamlined procedures, improved reports, a variety of behind-the-scenes fixes, and these noteworthy highlights:

Scheduled Services
Product History
Products on the Web
Register Transaction Controls
Customer Communications
Membership Tracking and Review
Range Bay Management
Range Waiver Review
Consignment Records

System & Store

Data Center Ribbon Menu

Version 2.8 software updates the Data Center Ribbon Menu with the following modifications:

Customer Admin menu

Click the Emails Sent button to access the Emails Sent screen.

Education menu

Click the Class Types button to access the Class Types screen.
The Class Rosters button has been removed. (The Class Rosters screen has been removed from the system and its functions have been relocated to the Class Details screen.)

Employee menu

The Employee tab has moved to a new position. Click this tab to display the Employee menu.

Firearms menu

Click the ATF Used Gun Report button to access the ATF Used Gun Report screen.

Memberships menu

Click the Expiring Members List button to access the Expiring Members List screen.
Click the Membership Summary button to access the Membership Summary screen.

Range menu

Click the Range Bays button to access the Range Bays screen.

Reports menu

Click the Department Review button to display a menu of associated options.
Select the Department Review > Department Review - Monthly option to access the Department Review - Monthly screen.
Select the Department Review > Department Review - Yearly option to access the Department Review - Yearly screen.
The Other Reports button has been removed.
Select the Firearm Reports > ATF Used Gun Report option to access the ATF Used Gun Report screen.
Click the Membership Reports button to display a menu of associated options.
Select the Membership Reports > Expiring Members List option to access the Expiring Members List screen.
Select the Membership Reports > Membership Summary option to access the Membership Summary screen.

Setup menu

Click the Email Templates button to access the Email Templates screen.
Click the Scheduled Services button to access the Scheduled Services screen.
Click the Log Settings button to access the Log Settings screen.

Employee Management

Version 2.8 software relocates the Employee tab and updates these associated resources with improved functionality:

Logs and Log Settings

The System Audit Log screen now allows the user to distinguish system-generated items (marked "System" in the User column) from user-generated entries (marked with the user's employee name).

The Log Settings screen allows the user to configure settings (severity level and days of record retention) for a log area.

Scheduled Services

The Scheduled Services screen screen allows the user to select an automated service (send customer emails, process a firearm report, etc.) and configure how often and when the system will perform it.

Accounting Functions

Version 2.8 software expands Accounting module functionality for retailers who don't use QuickBooks with the inclusion of an export to an Excel file feature on module screens.

Reports

Version 2.8 software includes the following new and updated reports:

The Department Review - Monthly screen allows the user to review and print a report showing department-by-department inventory, sales, and KPI (Key Performance Indicator) values for a selected past month.
The Department Review - Yearly screen allows the user to review and print a report showing department-by-department inventory, sales, and KPI (Key Performance Indicator) values for a selected past period.

Note: The system generates this report using data it collected after its upgrade to version 2.5. It will not generate this report until 1 full year after the version 2.5 install.
The ATF Used Gun Report screen allows the user to review a report showing all firearms transactions (ATF Form 5300). This report is now available from the Firearms menu and the Reports menu.
The Expiring Members List screen allows the user to view a list of memberships that are scheduled to expire during the selected time frame. This report is available from the Memberships menu and the Reports menu.
The Membership Summary screen allows the user to review a report showing current membership levels and changes (losses, gains, etc.) experienced during the selected time frame. This report is available from the Memberships menu and the Reports menu.

Inventory Management

Product History

The Product Details window now includes a Product Details window that allows the user to review an item's inventory and transactional history.

Products on the Web

Version 2.8 software expands product information to the web portal:

The Product Details window now allows the user to assign web product status and a web-specific price to an item. Refer to Create and Maintain a Product for more information.
The Bulk Edit Products window (accessible through the Product Maintenance screen) now allows the user to assign web product status to a selected group of products. Refer to Set Web Product Status for more information.

Product Inventory Cycle

Version 2.8 software globally updates these purchasing, receiving, and pricing resources with improved functionality:

Vendor List window (formerly the Vendor Look-Up window).
Vendor List screen
Vendor Reorder Report screen
Receiving History screen
Receiving History By Item screen
Tax Types screen
Price Types screen

Customer Transactions

Register Transaction Controls

Version 2.8 software updates the Register application's Cash Register screen with the following modifications:

The Firearm Transactions page on the Current window now provides a Void button (when available) to end a firearm transaction. Refer to Void a Firearm Transaction for more information.
The History window now includes a Suspended Transactions page that allows the user to review suspended transactions and combine tabs as needed. Refer to Combine Tabs for Customers for more information.
The Split Tab button allows the user to move items from one customer's transaction to another's. Refer to Split a Tab Between Customers for more information.
The Tax Shift button allows the user to select which taxes to apply (and which not to apply) for a transaction item. Refer to Select Taxes for an Item for more information.

Customer Communications

The Email Templates screen allows the user to create and activate email templates for routine customer communications.
The Emails Sent screen allows the user to view a record of emails sent through the system during a selected time period.

Classes & Educational Events

The Class Types screen allows the user to maintain class types for grouping similar classes and moving participants between them.
The Class Maintenance screen now provides access to the Class Details screen, which allows the user to define a class's information and review its roster.

Membership Tracking and Review

The Expiring Members List screen allows the user to view a list of memberships that are scheduled to expire during the selected time frame. This report is available from the Memberships menu and the Reports menu.
The Membership Summary screen allows the user to review a report showing current membership levels and changes (losses, gains, etc.) experienced during the selected time frame. This report is available from the Memberships menu and the Reports menu.
The Recurring Member List screen (formerly the Recurring Membership Status screen) now allows the user to search, sort, filter, and export the list.
The Process Payments screen (formerly the Process Membership Payments screen) now allows the user to review a member's payment history and charge for (or forgive) missed payments.

Firearms-Specific

Range Bay Management

The Range Bays screen allows the user to create categories (bays) into which range lanes may be grouped according to purpose, size, usage, etc.
The Range Lanes screen now allows the user to assign a range bay to a lane.

Range Waiver Review

Version 2.8 software allows the user to mark a signed waiver as unsigned and require the customer to complete a new one. The system provides the following methods to force a resigning:

The Party Control window now allows the user to click the Clear All button to mark the party's waivers as unsigned and require the completion of a new one.
The Signed Waivers for (customer) screen now allows the user to check a waiver’s Force Resign checkbox to mark it as unsigned and require the completion of a new one.
The Class Details screen allows the user to uncheck a participant's Waiver Signed checkbox to mark the participant's waivers as unsigned and require the completion of a new one.
The Range Waiver screen now allows the user to click the Force Resign button to mark all waivers as unsigned and require the completion of a new one for all range customers.

Consignment Records

Version 2.8 software allows the user to better track and distribute payments for consignment sales with the following resources:

The Inbound Consignment screen now allows the user to print a consignment receipt when the Submit button is clicked.
The Inbound Consignments screen now allows the user to monitor consignment sales and determine how a consignee payment is disbursed and tracked.
The Deposits portion of the Current window now includes deposits created to distribute payment to firearm consignees.
The Accounting Setup screen now includes a Consignment Liability field in the Liability Accounts section for tracking payments to firearm consignees.

Firearm Reports

The ATF Used Gun Report screen allows the user to review a report showing all firearms transactions (ATF Form 5300). This report is now available from the Firearms menu and the Reports menu.

Software Update Notes: Version 2.8

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